Financial Planning
Plan Today, Protect Tomorrow.
Safeguard your independence, your loved ones, and your legacy with smart, thoughtful planning.
Take Control of Your Financial Future
Giving Your Wealth
Purpose™
Planning for the unexpected—like disability, long-term care, or supporting your loved ones—is essential to your financial security. Every family’s situation is unique, and thoughtful planning can help protect your independence and preserve a legacy for future generations. Use this as a starting point for discussion, and consider consulting an elder-law attorney for specialized guidance.
Our Process
Life is full of financial decisions, and the choices you make today can shape the future for you and your loved ones. That’s where we come in. At Marmaras & Smith, our goal is to help you take stock of where you are now and plan confidently for the future.
Our financial planning process is designed to be clear, practical, and personalized. We partner with you to review your situation, create a tailored plan, and guide you every step of the way—so your money works harder and smarter for you.
Why It Matters
We cover everything from retirement planning and investments to risk management and college funding strategies—and we coordinate with your other advisors to make sure nothing falls through the cracks.
Let’s Get Started
Want to see how Giving Your Wealth Purpose™ can work for you? Call us today to learn more and schedule a conversation.
Financial Management
Comprehensive Financial Planning for every stage of life
At Marmaras & Smith, we help clients build and protect wealth while planning for life’s important milestones. From funding a child’s college education to securing the future for loved ones with special needs, and safeguarding your assets against unexpected risks, our tailored financial planning services provide clarity, confidence, and peace of mind. Our goal is to create strategies that align with your unique circumstances and long-term objectives, so you can focus on what matters most.
Asset Protection
Asset protection strategies help safeguard your wealth from unexpected risks, ensuring your financial security for the future.
Learn more →
College Planning
College planning strategies help families save and invest wisely to make higher education more affordable and achievable.
Learn more →
Special Needs Planning
Special needs planning ensures long-term financial security and support for loved ones with unique challenges, while preserving eligibility for essential benefits.
Learn more →